Stock history: how this screen works
Merchant access
Each client has its own stock pool. Identical SKUs or barcodes in another client do not grant access to that stock. Catalogue, stock history and stock documents follow the client boundary.
This merchant stays in your fulfilment account. Manage its client, channels and enabled access in Clients. Additional roles cannot expand its data access.
Stock history shows every stock movement in your warehouse: what changed, who did it and why. Movements are never edited; a mistake is corrected with a new movement, so the history always stays complete. You find it under the History tab of the Warehouse workspace (only with full warehouse stock).
Choose what to look at
The first dropdown sets what the list is about. The second field picks the one you want:
Item: type a SKU, name or EAN in Search by SKU, name or EAN and pick the item.
Location (only when you use bins): pick a location code. With more than one warehouse you first choose the warehouse.
Warehouse: all movements in one warehouse. This is the default.
User: the movements made by one person. Me shows your own. Other users are listed only when your role may change stock settings.
Fulfilment partners also get the All merchants filter to show their own stock or the stock of one merchant. Your choice is kept in the page address, so you can bookmark or share a view.
The chart icon Stock analysis at the top of the screen opens the stock analysis report, explained further down.
Read the list
The newest movement is on top. The list loads more as you scroll and updates by itself when stock changes. Scroll sideways to see all columns.
When: date and time of the movement.
Reason: what happened, for example Received, Put away, Moved, Picked, Packed, Shipped, Adjusted, Count difference, Scrapped, Blocked, Unblocked, Returned, Transfer in, Transfer out, Moved to another account (partner switch), Received from another account (partner switch) or Reversed. A red Mismatch pill or an orange Available below 0 pill means a check after the change found something to look at.
Owner: only for fulfilment partners.
Item: the product (click to open it) and its SKU (click to open the stock item). Not shown when you look at one item.
Change: units added (green, +) or removed (red, -).
From and To (only with bins): the locations, with the quantity in that location before and after the change.
On hand: units in stock before and after, with how many are in pick bins and in bulk bins.
Reserved and Available: units held for orders and units still free to sell, right after the change.
By: who made the change. System means QrX did it automatically, for example when an order shipped.
Note: the note or reason that was entered, or the order number.
Older movements show "Recorded before detailed history" when you point at the numbers: they were saved before QrX kept the full before and after figures.
See the details of one movement
Click a row to open the details panel on the right:
Change: the quantity, on hand before and after, and each location before and after.
Stock after this change: Sellable, Blocked, Incoming, Reserved, Reserved for orders, Allocated to a bin, Picked, Backorder, Available, and with bins In pick bins and In bulk bins.
Source: where the movement came from, such as the order, the document, the lot and the note, plus reference numbers that QrX support can use to look it up.
Close the panel with the X, a click outside it, or Escape.
Stock on a date
When you look at one Item, a Stock on a date card appears below the list. Pick a Date (and a warehouse if you have more than one) to see how much was On hand at the end of that day. Handy for audits and counts.
Trace a serial number
With the Serial numbers module, a Trace a serial number card sits below the list. Scan or type a serial number and click Trace. You see the item, the status of the serial number, the Warehouse, the Lot, when it was Received (with a link to the receipt), the Order it was packed for and when it was Shipped, plus its latest history. Serial numbers of this item opens the Serial numbers tab of the stock item, with the full history of every serial number. When no item has the serial number, QrX tells you.
The Order shows the order number. Click it to open that order in Transactions.
Shipped without a serial number
The icon Shipped without a serial number on the card opens a report. It lists the items tracked by serial number of which units shipped without a scanned serial, because their label was printed outside the pack station. You see the SKU, the name and Units without serial. Nothing was blocked: the order shipped, only the serial number is not known.
Check the orders, then click Acknowledge and reset the counter on the row (needs the right to adjust stock). The counter of the item goes back to 0 and the item leaves the list. The reset is logged. Units that already shipped keep no serial number.
Export to CSV
Click Export CSV (only shown when your role may export stock history). Choose From and To and click Export CSV. You get a CSV file with the movements of the list you are looking at. One export covers at most one year.
Write-offs report
Click the document icon Write-offs next to Export CSV (you can also open it from the Stock list). The report shows the units that left your stock for good: Scrapped, Transfer loss or Lost in transit. It works at every stock level.
Dates (top right): the first and last day of the report. The default is the last 30 days. At most one year.
Warehouse (with more than one warehouse) and All merchants (fulfilment partners only): narrow the report.
Units written off: the total, and how many items.
One card per reason. For scrapped stock you see the reason that was chosen: Damaged, Expired, Defective, Lost, Theft, Sample or gift, Return disposed, Other or No reason code.
By item: the 500 items with the most units written off, with the Movement, Reason and Units.
Use the back arrow History (or Stock when you use simple stock) to go back.
The chart icon Stock analysis at the top of this report opens the stock analysis report.
Stock analysis report
Click the chart icon Stock analysis at the top of Stock history, of the Write-offs report or of the stock list. The report shows what sells, what sits and how long your stock lasts: one row per item and warehouse, best sellers first. Everything is in units; the report shows no amounts of money. It works at every stock level.
The views: All, Best sellers (sold in the last 30 days), Dead stock (on hand and nothing sold in the last 364 days), Overstock (more on hand than the order-up-to level, or more than 180 days of cover) and Never sold (nothing sold in the last 364 days).
Warehouse (only with more than one warehouse): show one warehouse or all of them.
30 days, 90 days and 364 days: the units shipped in that period.
The on hand units and Available: the stock figures of this moment.
Days of cover: how many days the available units last at the pace of the last 30 days. A dash means nothing was sold in the last 30 days, so there is no pace to work with.
ABC: the velocity class of the item, which tells you how fast it sells.
Flags: the pills Dead stock, Overstock and Never sold.
As of: when the sold units were last worked out (once a night). The on hand and available units are live.
Refresh reloads the report. Export CSV downloads the view you are looking at (only when your role may export stock history).
Click a SKU to open the stock item. Use the back arrow to return to Stock history, or to the stock list when you use simple stock.
Team comments
Every location has its own comments. When you look at the history of one location, the button sits at the top, next to the location. These are the same comments as on the bin row in the warehouse settings.
Click the speech bubble Team comments to open the panel. Write in the field "Write a comment. Type @ to mention a colleague." and click Send. The newest comment is on top. A number on the speech bubble shows how many comments there are (99+ for 100 or more).
Type @ and choose a name to mention a colleague. The mention lands in that colleague's team inbox under Warehouse, Team. Unless the colleague switched it off, QrX also tells them by e-mail and on the phone. One comment can mention at most 20 people.
Your own comments have Edit comment and Delete comment. A changed comment shows "edited". A team lead (permission Manage team tasks) can delete any comment.
You see the button with the permission View team tasks and comments, and you can write with Write team comments.
Export to CSV or Excel
Besides Export CSV, History, Write-offs and Stock analysis each have an Export icon. For History and Write-offs you choose From and To in the export window; one export covers at most one year. Click the Export icon, choose CSV or Excel and click Start export. The export uses the filters you have on the screen and runs in the background, so you can keep working.
The Show your exports icon opens Exports: all your exports, newest first, with more loading as you scroll and a refresh button. When an export is Ready, download the file. A file is kept for 24 hours. An Excel file holds at most 1,000,000 cells: export a larger list as CSV. You can run up to 3 exports at the same time.
You see these icons only when your role may open this list and may also export stock history.
Tips and common questions
"Choose what to show the history of.": pick an item, location or user in the second field.
"Choose a start date before the end date, at most one year apart." or "Choose a range of at most one year, with the start before the end.": fix the dates.
I made a wrong change: movements cannot be edited. Make a new correction, for example with Adjust or Move on the stock item. Both movements stay in the history.
A row shows Mismatch: after that change the totals did not match the stock on the locations. Count the item again, or contact QrX support.
I do not see the History tab: it needs full warehouse stock. With simple stock you see the history of an item on the item itself.
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